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Portfolio (Quarterly) Guide ↗

Trajan Wealth LLC

· CIK 0001934415
13F Portfolio $2.5B AUM 150 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 88 Added 47 Reduced 11 Exited
Page 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MET METLIFE INC Financial Services 76,481.0 $5.4M 0.22% +9K +13.8% $70.72 +12.0%
62 LOW LOWES COS INC Consumer Cyclical 22,881.0 $5.4M 0.22% +2K +7.2% $236.28 -5.4%
63 YUM YUM BRANDS INC Consumer Cyclical 34,671.0 $5.4M 0.22% +2K +7.6% $155.48 -3.1%
64 MDT MEDTRONIC Healthcare 62,196.0 $5.4M 0.22% +6K +10.7% $86.65 -11.2%
65 PSA PUBLIC STORAGE OPER CO Real Estate 19,446.0 $5.3M 0.21% +2K +9.7% $270.89 +11.9%
66 KVUE KENVUE INC Consumer Defensive 292,288.0 $5.0M 0.20% +37K +14.4% $17.24 -0.3%
67 JEPI J P MORGAN EXCHANGE TRADED 76,457.0 $4.3M 0.17% +3K +4.7% $56.68 -1.4%
68 JEPQ J P MORGAN EXCHANGE TRADED 75,094.0 $4.2M 0.17% +3K +4.6% $55.52 +7.7%
69 JAAA JANUS DETROIT STR TR 77,287.0 $3.9M 0.16% +5K +7.4% $50.37 +0.5%
70 MOAT VANECK 33,801.0 $3.3M 0.13% +368.0 +1.1% $96.70 +2.7%
71 IGLB ISHARES TR 56,083.0 $2.8M 0.11% +7K +13.8% $49.63 -1.1%
72 IEI ISHARES TR 23,156.0 $2.7M 0.11% +250.0 +1.1% $118.60 -1.4%
73 IGSB ISHARES TR 40,992.0 $2.2M 0.09% +1K +3.5% $52.56 -0.6%
74 PFFV GLOBAL X FDS RATE 96,341.0 $2.1M 0.09% +7K +7.9% $21.83 +2.0%
75 PFFD GLOBAL X FDS US 113,522.0 $2.1M 0.08% +8K +7.3% $18.40 +2.4%
76 EMB ISHARES TR 18,597.0 $1.7M 0.07% +525.0 +2.9% $93.93 +0.8%
77 QQQ INVESCO QQQ TR Financial Services 2,230.0 $1.3M 0.05% +132.0 +6.3% $577.19 +22.8%
78 VTWO VANGUARD SCOTTSDALE FDS 12,848.0 $1.3M 0.05% +1K +8.5% $100.17 +12.0%
79 VO VANGUARD INDEX FDS 4,298.0 $1.2M 0.05% +306.0 +7.7% $287.15 -73.3%
80 AVGO BROADCOM INC Technology 2,316.0 $717K 0.03% +824.0 +55.2% $309.52 +37.4%
Page 4 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Communication Services 20.8%
Financial Services 14.1%
Consumer Cyclical 9.3%
Consumer Defensive 8.8%
Healthcare 6.7%
Energy 5.2%
Industrials 3.1%
Utilities 0.8%
Basic Materials 0.5%